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Capital Advisors Ltd’s HCI Group HCI Stock Holding History

Capital Advisors Ltd’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1467
2025
Q4 		$1K Hold
3
– – ﹤0.01% 1204
2025
Q3 		$1K Hold
3
– – ﹤0.01% 1203
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1462
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1441
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1465
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1484
2024
Q2 		$0 Hold
3
– – ﹤0.01% 1498
2024
Q1 		$0 Hold
3
– – ﹤0.01% 1439
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1372
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1360
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1397
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1347
2022
Q4 		$0 Buy
+3
New +$110 ﹤0.01% 1384

Other funds holding HCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return